Financial Solutions Advisor - Center Gate

Bank of America

Not specified; not specified; competitive benefits...
Not specified
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America is seeking a Financial Solutions Advisor to provide customized financial advice and solutions to clients, helping them achieve their financial goals. The ideal candidate should possess relevant licenses, experience in the investment and financial services industry, and strong relationship-building skills

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage-related activities.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor to provide customized financial advice and solutions to clients, helping them achieve their financial goals. The ideal candidate should possess relevant licenses, experience in the investment and financial services industry, and strong relationship-building skills.

Salary

Not specified; Not specified; Competitive benefits package included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client relationship management
  • Financial planning and strategy

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses held
  • Three years sales experience
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Series 66 (or 63/65) license
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

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